WPW
BTO

Winthrop Partners - WNY’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Winthrop Partners - WNY’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,217
Closed -$46.2K – 314
2018
Q1 		$46.2K Buy
+1,217
New +$47.9K 0.04% 216

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winthrop Partners - WNY's BTO Position: Q2 2018 in Review

Winthrop Partners - WNY sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2018, closing a stake of 1,217 shares — an estimated $46.2K sold.

Winthrop Partners - WNY first reported a position in BTO in Q1 2018 and held it in 1 quarter. The position peaked at $46.2K in Q1 2018. 61 funds tracked by Wall St. Rank hold BTO as of Q2 2018.

  • Winthrop Partners - WNY reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2018 after selling out during the quarter.
  • Winthrop Partners - WNY sold 1,217 John Hancock Financial Opportunities Fund shares in Q2 2018, an estimated $46.2K.
  • Winthrop Partners - WNY first reported a position in John Hancock Financial Opportunities Fund in Q1 2018 and held it in 1 quarter.
  • Winthrop Partners - WNY's John Hancock Financial Opportunities Fund position peaked at $46.2K in Q1 2018.
  • 61 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2018.

Based on Winthrop Partners - WNY's 13F filing for Q2 2018, filed 30 Jul 2018.